Portfolio Advisor
2 weeks ago
Key Responsibilities:
Client Assessment:
- Conduct comprehensive assessments of clients' financial situations, including their investment goals, risk tolerance, time horizon, and liquidity needs.
Investment Planning:
- Develop customized investment plans and asset allocation strategies aligned with clients' objectives, incorporating a diverse range of investment vehicles such as stocks, bonds, mutual funds, ETFs, and alternative investments.
Portfolio Management:
- Oversee the implementation and ongoing management of clients' investment portfolios, making strategic adjustments as needed to optimize performance and mitigate risks.
Market Analysis:
- Monitor global financial markets, economic indicators, and geopolitical events to identify investment opportunities and risks, providing timely insights and recommendations to clients.
Financial Research:
- Conduct in-depth analysis of investment products, asset classes, and market trends to support informed decision-making and enhance portfolio returns.
Risk Management:
- Assess and manage investment risks by diversifying portfolios, employing hedging strategies, and incorporating risk management techniques tailored to clients' risk profiles and objectives.
Client Communication:
- Communicate regularly with clients to provide updates on portfolio performance, discuss investment strategy adjustments, and address any questions or concerns they may have.
Regulatory Compliance:
- Bachelor's degree in Finance, Economics, Business Administration, or related field (preferred).
- Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA).
- Proven experience in investment advisory or wealth management, with a track record of success in managing client portfolios.
- Deep understanding of financial markets, investment products, asset allocation strategies, and portfolio construction techniques.
- Excellent interpersonal skills, with the ability to communicate complex financial concepts clearly and effectively to clients.
- Strong analytical skills, attention to detail, and proficiency in financial modeling and analysis.
- Commitment to continuous learning and professional development in the field of investment management and financial planning.
Pay: ₹40,000.00 - ₹50,000.00 per month
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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